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Shift4
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Overview Fund Activity

452 hedge funds and large institutions have $8.57B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 154 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+17
Holders Change %
+3.91%
% of All Funds
6.06%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
81
Increased
175
Reduced
154
Closed
59
Calls
$166M
Puts
$67.1M
Net Calls
+$99.4M
Net Calls Change
+$9.1M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$235M
2
WA
Wasatch Advisors
Utah
$628M
3
WHCM
Wolf Hill Capital Management
Connecticut
$79.2M
4
DCP
Durable Capital Partners
Maryland
$661M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.76M
2
PL
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$67M
4
CRCM
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
351
Tower Research Capital (TRC)
New York
$183K +$44.8K +452 +32%
SOW
352
State of Wyoming
Wyoming
$174K +$174K +1,752 New
KBC Group
353
KBC Group
Belgium
$172K -$77.4K -780 -31%
HI
354
Harbour Investments
Wisconsin
$159K +$121K +1,216 +309%
CA
355
CoreCap Advisors
Michigan
$149K +$149K +1,500 New
Walleye Trading
356
Walleye Trading
New York
$137K -$540K -5,448 -80%
CA
357
Crewe Advisors
Utah
$134K – – –
PWA
358
Provenance Wealth Advisors
Florida
$133K +$133K +1,338 New
C
359
Covestor
United Kingdom
$131K +$21K +212 +19%
NRG
360
Nemes Rush Group
Michigan
$126K -$8.23K -83 -6%
Kayne Anderson Rudnick Investment Management
361
Kayne Anderson Rudnick Investment Management
California
$125K +$15.5K +156 +14%
Asset Management One
362
Asset Management One
Japan
$124K +$5.06K +51 +4%
CA
363
Clearstead Advisors
Ohio
$114K +$61.7K +623 +118%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$107K +$34.5K +348 +48%
TC
365
Truvestments Capital
Florida
$92.6K -$14.7K -148 -14%
MCI
366
MRP Capital Investments
Georgia
$91.2K -$206K -2,075 -69%
QL
367
Quarry LP
New York
$85.9K +$84.9K +857 +8,570%
GI
368
GAMMA Investing
California
$83.8K +$9.52K +96 +13%
VC
369
Vestor Capital
Illinois
$81K -$25.1M -111,231 -100%
SR
370
Summer Road
Florida
$73.7K – – –
UB
371
UMB Bank
Missouri
$70.7K +$17.7K +179 +34%
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$59.4K -$42.1K -425 -42%
AAM
373
Advisors Asset Management
Colorado
$55.7K +$12.7K +128 +29%
BNP Paribas Asset Management
374
BNP Paribas Asset Management
France
$54K +$54K +542 New
BIG
375
Brooklyn Investment Group
New York
$52.4K +$20.2K +204 +63%
13 14
15
16 17